美光在台擴廠 加碼4,000億 - 離職
By Poppy
at 2019-08-26T08:24
at 2019-08-26T08:24
Table of Contents
https://imgur.com/lYGZtlj
全球第三大DRAM廠美商美光(Micron)加碼投資台灣,要在現有中科廠區旁興建二座晶圓
廠,總投資額達4,000億元,以下世代最新製程生產DRAM。時值DRAM仍供過於求,美光大
手筆投資,震撼業界。
這是美光繼在台中投資先進記憶體後段封測廠後,又一次大手筆投資台灣。中科管理局透
露,美光此次投資案,名列台灣第二大半導體投資案(僅次於台積電中科與南科擴建案)
,若以外商來看,則是最大投資案。
據了解,美光此次4,000億元擴建案,規劃在目前中科廠旁,興建A3及A5二座晶圓廠。其
中,A3廠預定明年8月完工,並陸續裝機,明年第4季導入最新的1z製程試產,藉此縮小與
龍頭三星的差距;第二期A5廠將視市場需求,逐步擴增產能,規劃設計月產能6萬片。
美光台灣分公司證實在台中擴建A3廠,且已進入興建工程。美光台灣強調,A3廠房是以擴
建無塵室為主,將加入既有的桃園前段晶圓廠,以及台中后里前段晶圓廠的前段晶圓製造
生產線, 進一步擴充美光在台設立的DRAM卓越中心的設備更新、技術升級。至於A3廠投
資金額和A5廠相關產能規劃等細節,則不便透露。
因應這項擴建案,美光近期整併位於台中的原瑞晶廠與併購華亞科的桃園廠組織架構,分
別列為美光的A1廠及A2廠,兩座晶圓廠全數劃歸美光台灣董事長兼台中廠營運長徐國晉管
轄,數十位中間主管因組織重疊而優退,桃園廠營運長葉仁傑也訂9月1日離職。
美光是全球第三大DRAM廠,名列南韓三星、SK海力士之後。目前DRAM市場仍供過於求,價
格跌勢延續,三星、SK海力士為均暫緩擴產,避免打亂市場,加上先前日韓貿易戰一度使
得南韓DRAM生產恐受影響,市場原看好DRAM市況可望反轉向上,如今美光大手筆投資,引
發高度關注。
據了解,美光此次大手筆投資,主要看好進入第五代行動通訊(5G)時代之後,快速驅動
人工智慧(AI)、物聯網和智慧車等應用發展,帶動DRAM需求強勁,提早卡位相關商機,
並優先擴建需導入更先進設備的無塵室,以利讓台灣廠區製程正式推進到最先進的1z世代
。
業界分析,以一座晶圓運作人數約需1,000人計算,美光此次大投資,勢必要大舉招募相
關製程和技術人才,美光同步在新加坡和台灣進行3D NAND Flash和DRAM製程推進和產能
擴張,擴大全球市占的企圖心顯著。
https://is.gd/74YxQ2
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